Aditya Birla Sun Life Equity Hybrid 95 Fund vs HSBC Aggressive Hybrid Fund compare
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7313 Cr | ₹5282 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 10 Feb 1995 | 07 Feb 2011 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 85% | 75% |
Expense Ratio | 1.85 | 1.85 |
Manager | Dhaval Joshi | Gautam Bhupal |
ISIN Code | INF209K01BT5 | INF917K01LB0 |
Exits Load | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 4.11% | 5.4% |
6 Month | -9.39% | -12.89% |
1 Year | 5.87% | 2.72% |
3 Year | 8.53% | 9.76% |
5 Year | 20.15% | 18.69% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | -2.87% | -7.84% |
1 Year | -4.47% | -13.31% |
3 Year | 11.91% | 10.92% |
5 Year | 12.81% | 12.03% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 16.33% | 12.07% |
3 Year | 16.28% | 13.3% |
5 Year | 16.39% | 12.45% |
Risk Management
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.21% | 13.076% |
Sharp | 0.18% | 0.243% |
Beta | 1.09% | 1.201% |
Alpha | -1.7% | -1.847% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Gautam Bhupal |
Total AUM | ₹361932 Cr | ₹25949 Cr |
Funds Managed | 55 | 13 |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 24.76 | 24.62 |
Large Cap | 55.81 | 36.45 |
Small Cap | 9.98 | 17.06 |
Mid Cap | 9.45 | 21.87 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 21.36 | 24.62 |
Communication Services | 3.1 | 0.53 |
Energy | 3.68 | 0.14 |
Industrials | 10.92 | 23.24 |
Technology | 9.08 | 12.19 |
Consumer Cyclical | 12.16 | 13.51 |
Consumer Defensive | 5.23 | 0.98 |
Basic Materials | 5.14 | 0.2 |
Financial Services | 21.43 | 15.68 |
Healthcare | 5.68 | 1.64 |
Real Estate | 1.21 | 3.81 |
Utilities | 1 | 3.48 |
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